Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Director | August 09, 2019 | August 13, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WSFS FINANCIAL CORP
Report date August 09, 2019 · Filed August 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,912 |
Reported balance
After 2019-08-09 transaction · row 1
1 source rowRow 1 · 2019-08-09 · Grant · Acquired 840 · Balance 48,912 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 55,689 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 23,185 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy KSOP | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 31,084 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock IX | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-03-01 · Disposition to issuer · Disposed 14,000 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock VIII | 0 |
Reported balance
After 2019-03-01 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-03-01 · Disposition to issuer · Disposed 6,200 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F3: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock X | 0 |
Reported balance
After 2019-03-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-03-01 · Disposition to issuer · Disposed 166,000 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F4: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock XI | 0 |
Reported balance
After 2019-03-01 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2019-03-01 · Disposition to issuer · Disposed 16,652 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F5: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock XII | 0 |
Reported balance
After 2019-03-01 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2019-03-01 · Disposition to issuer · Disposed 22,406 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F6: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2023-01-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-03-01 · Disposition to issuer · Disposed 16,498 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.41 · Expires 2025-02-06 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-03-01 · Disposition to issuer · Disposed 47,541 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F9: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2024-02-20 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-03-01 · Disposition to issuer · Disposed 82,492 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-03-01 · Disposition to issuer · Disposed 16,498 · Balance 0 F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7: Stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
F3: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award.
F4: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award.
F5: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award.
F6: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award.
F7: Stock options are fully vested and exercisable.
F8: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
F9: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 09, 2019 Filed Aug 13, 2019 21:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004262 · primarydocument.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,912 Read SEC document |
| May 21, 2019 Filed Jun 14, 2019 01:54 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-19-000284 · ownership.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,072 Read SEC document |
| April 29, 2019 Filed May 1, 2019 22:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 16,690 | $42.61 | $711,189.27 |
DisclosureSEC source: 0001552781-19-000222 · ownership.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 F2 · shares: Includes 9,705 shares previously held in the KSOP and transferred to the IRA prior to the date of the sale reported hereby. The 9,705 shares previously held in the KSOP were inadvertently reported incorrectly in previous Form 4 reports for the reporting person as 9,365 shares. F3 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $42.95, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| April 29, 2019 Filed May 1, 2019 22:52 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | SaleCommon Stock | 36,847 | $42.71 | $1,573,775.90 |
DisclosureSEC source: 0001552781-19-000222 · ownership.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,800 F1 · price: Represents a weighted-average price. These shares were sold in multiple transactions at prices ranging from $42.50 to $42.99, inclusive. For all transactions reported on this Form 4 utilizing a weighted-average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 9,365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 8 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by KSOP Disclosed balance after: 9,365 F9 · price: Received in exchange for 31,084 shares of Beneficial common stock in connection with the Merger. At the Effective Time, each outstanding share of Beneficial common stock converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 6,985 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 7 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 6,985 F8 · price: Received in exchange for 23,185 shares of Beneficial common stock in connection with the Merger. At the Effective Time, each outstanding share of Beneficial common stock converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 6,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 6 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,647 F7 · price: Received in exchange for 22,406 shares of Restricted Stock XII of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,017 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 5 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,897 F6 · price: Received in exchange for 16,652 shares of Restricted Stock XI of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 50,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 4 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,880 F5 · price: Received in exchange for 166,000 shares of Restricted Stock X of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 4,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,865 F4 · price: Received in exchange for 14,000 shares of Restricted Stock IX of Beneficial in connection with the Merger. At the Effective Time, each Beneficial Restricted Stock Award fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,647 F2 · price: Received in exchange for 6,200 shares of Restricted Stock VIII of Beneficial in connection with the Merger. At the Effective Time, each award in respect of a share of Beneficial common stock subject to vesting, repurchase or other lapse restriction granted under a Beneficial stock plan other than a stock option (a "Beneficial Restricted Stock Award") fully vested (with any applicable performance-based vesting conditions applicable to such Beneficial Restricted Stock Award deemed to have been fully achieved) and canceled and converted into the right to receive the Merger Consideration. On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. F3 · ownership.direct: In connection with the Merger, shares of Restricted Stock previously held in trust for the benefit of Mr. Cuddy will be converted into shares of WSFS common stock, to be held directly by him. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 16,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-001700 · primarydocument.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,779 F1 · price: Received in exchange for 55,689 shares of Beneficial Bancorp, Inc. ("Beneficial") common stock in connection with the merger of Beneficial with and into WSFS Financial Corporation ("WSFS") effective March 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on March 1, 2019 (the "Effective Time"), each outstanding share of Beneficial common stock converted into the right to receive 0.3013 shares of WSFS common stock and $2.93 in cash (the "Merger Consideration"). On February 28, 2019, the last trading day before the Effective Time, the closing price of Beneficial's common stock was $16.12 per share and the closing price of WSFS' common stock was $43.28 per share. All fractional share holdings were paid in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 16,498 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · derivative · entry 12 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,498 shares Expires 2022-03-23 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 82,492 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · derivative · entry 11 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 82,492 shares Expires 2024-02-20 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 47,541 | $0.00 Strike: $11.41 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · derivative · entry 10 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,541 shares Expires 2025-02-06 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F9 · derivative.exercise_date: Stock options vest in 5 equal annual installments with the first 20% vesting on February 6, 2016, the first anniversary of the date of the grant. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 16,498 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · derivative · entry 9 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,498 shares Expires 2023-01-17 F8 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F7 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 22,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 8 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F6 · ownership.nature: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 16,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 7 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F5 · ownership.nature: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 166,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 6 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F4 · ownership.nature: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 5 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VIII Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F3 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 4 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock IX Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 31,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By KSOP Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 23,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 55,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004478 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 14:48 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 170,000 | $16.02 | $2,723,247.00 |
DisclosureSEC source: 0001225208-19-004077 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,689 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.96 to $16.10, inclusive. The reporting person undertakes to provide to Beneficial Bancorp, Inc., any security holder of Beneficial Bancorp, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 14:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003361 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 20, 2017, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 14:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 2,001 | $16.10 | $32,216.10 |
DisclosureSEC source: 0001225208-19-003361 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,689 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 14:59 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003361 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,690 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002083 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VIII Disclosed balance after: 6,200 F1 · kind: Since the reporting person's last report, 6,200 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 2,819 | $15.89 | $44,793.91 |
DisclosureSEC source: 0001225208-19-002083 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,290 Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:11 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002083 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,109 F1 · kind: Since the reporting person's last report, 6,200 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 21,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 7 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock IX Disclosed balance after: 14,000 F3 · kind: Since the reporting person's last report, 21,000 shares of restricted stock have vested and are now held directly. F4 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on January 28, 2019, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 9,550 | $15.72 | $150,126.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 6 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,909 Read SEC document |
| January 28, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 21,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 5 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,459 F3 · kind: Since the reporting person's last report, 21,000 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 8 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 16,652 F2 · kind: Since the reporting person's last report, 3,027 shares of restricted stock have vested and are now held directly. F5 · ownership.nature: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 1,376 | $15.72 | $21,630.72 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 4 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,459 Read SEC document |
| January 26, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,835 F2 · kind: Since the reporting person's last report, 3,027 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 9 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 22,406 F1 · kind: Since the reporting person's last report, 3,447 shares of restricted stock have vested and are now held directly. F6 · ownership.nature: Of the 25,853 shares granted 15,512 shares will fully vest on January 25, 2021 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 10,341 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 25, 2019, the first anniversary of the date of the award. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 1,567 | $15.72 | $24,633.24 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,808 Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001479 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,375 F1 · kind: Since the reporting person's last report, 3,447 shares of restricted stock have vested and are now held directly. Read SEC document |
| June 09, 2018 Filed Jun 12, 2018 13:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 166,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010515 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 166,000 F1 · kind: Since the reporting person's last report, 166,000 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 equal annual installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award. Read SEC document |
| June 09, 2018 Filed Jun 12, 2018 13:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 81,249 | $16.90 | $1,373,108.10 |
DisclosureSEC source: 0001225208-18-010515 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,928 Read SEC document |
| June 09, 2018 Filed Jun 12, 2018 13:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 166,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-010515 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,177 F1 · kind: Since the reporting person's last report, 166,000 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 13:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003708 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 4,400 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 20, 2017, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 13:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 2,153 | $15.20 | $32,725.60 |
DisclosureSEC source: 0001225208-18-003708 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,177 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 13:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003708 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,330 F1 · kind: Since the reporting person's last report, 4,400 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 11:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 18,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002248 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VIII Disclosed balance after: 12,400 F1 · kind: Since the reporting person's last report, 18,600 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: These restricted shares are subject to a three-year cliff vesting schedule whereby no shares vest on the first and second anniversaries of the award, 60% of the shares vest on February 06, 2018, the third anniversary of the award, and thereafter, 20% of the shares each vest on the fourth and fifth anniversaries of the award. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 11:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Tax withholdingCommon Stock | 9,103 | $14.90 | $135,634.70 |
DisclosureSEC source: 0001225208-18-002248 · doc4.xml · nonDerivative · entry 2 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,930 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 11:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 18,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002248 · doc4.xml · nonDerivative · entry 1 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,033 F1 · kind: Since the reporting person's last report, 18,600 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001804 · doc4.xml · nonDerivative · entry 3 Cuddy Gerard P · CIK 0001396640 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 19,679 F1 · kind: Since the reporting person's last report, 3,028 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Of the 22,707 shares granted 13,624 shares will fully vest on January 26, 2020 upon the satisfaction of company performance criteria related to credit quality, return on average assets and total shareholder return. The remaining 9,083 shares are subject to vesting in 3 equal annual installments with the first 33 1/3% vesting on January 26, 2018, the first anniversary of the date of the award. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.